Admin

Here’s a solid Admin Guide (Checkpoint Configuration Only) structure that stays strictly in “checkpoint settings + deployment into an area/department” (no form building).

Admin Guide Structure (8–10 headings)

1. Purpose and Scope

   • What this admin guide covers (checkpoint configuration only) and explicitly excludes.

2. Prerequisites

   • Required permissions/roles, required package/module availability, and any dependencies.

3. Configuration Overview

   • What you’re configuring at a glance (assignment, scheduling, thresholds, notifications, evidence, escalation, reporting hooks).

4. Create or Select the Checkpoint

   • How to locate an existing checkpoint template vs create a new checkpoint instance (within package rules).

5. Assign to Work Area / Department

   • Where it lives, who it applies to, and how it appears in the user’s workflow (visibility rules).

6. Core Checkpoint Settings

   • The key settings an admin must define (frequency/schedule, acceptance criteria/limits, required fields/evidence, corrective action requirements, responsibilities).

7. Roles, Access, and Responsibilities

   • Who can complete, review, override, sign off; escalation paths; supervisor visibility.

8. Notifications and Escalations

   • Alerts/reminders, trigger conditions, recipients, and suppression/quiet hours (if applicable).

9. Seed Data and Test Setup

   • Any data needed to validate the configuration (test users/roles, sample department/work area, sample assets/items, sample schedules, baseline thresholds).

10. Verification and Go-Live Checklist

• Test cases (happy path + exceptions), audit trail confirmation, reporting visibility, reset/rollback notes, and sign-off to release to users.

If you want it tighter (8 headings), merge:

• Notifications and Escalations into Core Checkpoint Settings

• Seed Data and Test Setup into Verification and Go-Live Checklist